HomeMy WebLinkAbout05-28-10NOTICE OF INHERITANCE TAX per~t1~y1V~~1,
~~~#~ n ~OWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES -tom, DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION i~,D~ ,~EDI't ~ `AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
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HARRISluRG PA 17128-0601
i~~~ah~Y 2~ ~~ ~* ~n DATE 05-24-2010
a V ESTATE OF THOMPSON MARTHA E
DATE OF DEATH 10-28-2009
~~..~;{~~ FILE Nt#MBER 21 09-1025
e~~P~~A~i'S COURT COUNTY CUMBERLAND
SCOTT W MORRISON ES~~~C ~^,~ f ACN 101
PO BOX 232 APPEAL DATE: 07-23-2010
6 W MA I N S T (See reverse side under Ob~ctioRS )
NEW BLOOMFIELD PA 17068 A~ount Re~itted ~- -~
MAKE CHECK'PAYARLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ _
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REV-1547 EX AFP C12-09~ NOTIC,E OF I~iHERITANCE TAX APPRAISEM'ENT, ALLOWANCE OR
DISALLOWANCE 0'F DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: THOMPSON MARTHA EFILE N0.:21 09-1025 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANfiED
I
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 29,,000.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortytapes/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Casfi/Bank Deposits/Misc. Personal Property (Schedule E) C5) 191.,000.98
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets Ce) 220 , 000.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 1 9.21.0 ~
10. Debts/Mortgase Liabilities/Liens (Schedule I) C10) 3,339.25
11. Total Deductions C11) 22,860.30
12. Net Value of Tax Return C12) 197,140.6'8
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) __„ .0 0
14. Nat Value of Estate Subject to Tax C14) 19'7, 140.68
NOTE: If an assessment was issued previously, lines 14 , 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1~ 7.14Q_~ X 045 = 8,871.33
17. Amount of Line 14 at Sibling rate C17) _0 0 X 1 2 = .00
18. Amount of Lina 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 = .0 0
19. Principal Tax Due C19)= 8,871.33
TAX CREDITS:
rwTntni KtGtiPi DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
,
TOTAL TAX PAYMENT 8,871.33
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.